Brandywine Oak Private Wealth’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $428K | Hold |
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|
2025
Q2 | $379K | Sell |
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|
2025
Q1 | $316K | Hold |
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|
2024
Q4 | $340K | Buy |
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|
2024
Q3 | $274K | Sell |
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|
2024
Q2 | $255K | Hold |
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|
2024
Q1 | $247K | Hold |
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|
2023
Q4 | $245K | Hold |
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|
2023
Q3 | $215K | Hold |
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|
2023
Q2 | $224K | Buy |
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|
2023
Q1 | $220K | Hold |
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|
2022
Q4 | $213K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $219K | Hold |
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|
2021
Q4 | $246K | Hold |
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|
2021
Q3 | $244K | Buy |
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|
2021
Q2 | $229K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $98K | Buy |
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